See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,651 | $29,548-53.8% | $56,411-75.8% | $77,643-82.4% |
| Participation rate | 24.0% | 32.7%-8.7pp | 52.5%-28.5pp | 70.6%-46.6pp |
| Annual return | 20.92% | 19.01%+1.9pp | 1701.33%-1680.4pp | 31.24%-10.3pp |
| Employer contribution / active EE | $591 | $568+4.1% | $1,039-43.1% | $2,726-78.3% |
| Participant deferral / active EE | $969 | $1,061-8.6% | $1,952-50.3% | $4,647-79.1% |
| Admin fee / account holder | $23 | $1,046-97.8% | $2,829-99.2% | $430-94.7% |